Rosemount Financial Solutions adds 12 new advisers in Q2
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), said: “It’s exciting to see our growth, both in terms of adviser numbers and revenues."
Rosemount Financial Solutions (IFA) has further strengthened its ranks with the addition of 12 new advisers in Q2.
The new advisers joining Rosemount during Q2 include: Daniel Sinclair of Investor First Broker, Tom Jagger of Castle Stonebridge, Lorna Clark of WR Ethical, Jordan Willis of JW Private Finance, James Dixon of Aspiro Financial, Chris Anderson of Anderson Wealth Management, and Daniel O’Sullivan of Rapidus Wealth.
Additional new recruits include Sam Malka of Clearforge Private Wealth, Vik Negi of NFAM Mortgages, Mark Nielsen of Nielsen Financial, Levi Forbes of Forbes Wealth Management and Anna Payne of Secure For Life Wealth Management.
Ahmed Bawa (pictured), CEO of Rosemount Financial Solutions (IFA), said: “It’s exciting to see our growth, both in terms of adviser numbers and revenues.
“One of the features which our new members often mention is the family feel we have built at Rosemount.
“It’s very easy for networks to talk about building that sort of culture, but actually doing so takes more than words.
“We recently held our annual barbeque, bringing advisers and their families together to relax and spend quality time.
“It’s the sort of event that helps our members build lasting bonds, and combined with our bespoke approach to training and support is a key factor in our continued growth.”
Jordan Willis, director of JW Private Finance, added: “I’m a few months in and feel very much at home. I know I’m in safe hands with Rosemount as the compliance is very thorough and a simple process to follow.
“Everyone here is approachable, super helpful and always available for an email or call should I need them.
“Having Rosemount deal with my paraplanning has really, really helped as I know that every case I do has the backing of a Rosemount paraplanner which should make the compliance reviews very straight forward.
“The team has been incredibly supportive and I’m very grateful for the service and assistance provided to date.”
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